Civic Intelligence

The Achelis & Bodman Foundation

990T • Fiscal year 2023 • EIN 13-6022018

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile

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420 Lexington Avenue 2803New York, NY 10170

(212) 644-0322

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2011: $34,967,551Liabilities 2011: $02011Assets 2012: $36,714,169Liabilities 2012: $02012Assets 2013: $41,547,645Liabilities 2013: $02013Assets 2014: $41,817,931Liabilities 2014: $02014Assets 2015: $38,914,298Liabilities 2015: $02015Assets 2019: $122,663,489Liabilities 2019: $02019Assets 2020: $135,710,267Liabilities 2020: $0Net Assets 2020: $135,710,2672020Assets 2021: $157,000,877Liabilities 2021: $0Net Assets 2021: $157,000,8772021Assets 2022: $128,869,206Liabilities 2022: $0Net Assets 2022: $128,869,2062022Assets 2023: $137,130,810Liabilities 2023: $0Net Assets 2023: $137,130,8102023Assets 2024: $143,063,829Liabilities 2024: $0Net Assets 2024: $143,063,8292024

Latest loaded filing

2024

Assets$143,063,829
Liabilities$0
Net Assets$143,063,829
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,345,500Expenses 2011: $1,744,731Net Income 2011: -$399,2312011Revenue 2012: $3,678,890Expenses 2012: $1,748,695Net Income 2012: $1,930,1952012Revenue 2013: $5,317,242Expenses 2013: $1,722,755Net Income 2013: $3,594,4872013Revenue 2014: $7,161,131Expenses 2014: $2,427,385Net Income 2014: $4,733,7462014Revenue 2015: $2,861,639Expenses 2015: $3,028,228Net Income 2015: -$166,5892015Revenue 2019: $8,423,950Expenses 2019: $6,710,819Net Income 2019: $1,713,1312019Revenue 2020: $5,048,481Expenses 2020: $6,755,675Net Income 2020: -$1,707,1942020Revenue 2021: $14,287,825Expenses 2021: $7,447,549Net Income 2021: $6,840,2762021Revenue 2022: $3,667,326Expenses 2022: $7,834,080Net Income 2022: -$4,166,7542022Revenue 2023: $5,393,536Expenses 2023: $7,876,601Net Income 2023: -$2,483,0652023Revenue 2024: $5,716,065Expenses 2024: $7,763,665Net Income 2024: -$2,047,6002024

Latest loaded filing

2024

Revenue$5,716,065
Expenses$7,763,665
Net Income-$2,047,600
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
The Achelis & Bodman Foundation
EIN
13-6022018
Phone
2126440322
Address
420 LEXINGTON AVENUE 2803, NEW YORK, NY 10170

Signing Officer

Name
Horace I Crary Jr
Title
Treasurer/trustee
Phone
2126440322
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA 7TH FL, NEW YORK, NY 10004
Preparer
Alexander Lazzaruolo
Phone
2126617777
Raw XML Appendix124 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt04962
IRS1120ScheduleD/Form4797GainOrLossAmt0127024
IRS1120ScheduleD/NetCapitalGainAmt0221464
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0221464
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt04962
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt094440
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt04962
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-1
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt22187
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0TIFF PRIVATE EQUITY PARTNERS 2008, LLC
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2TIFF PRIVATE EQUITY PARTNERS 2013, LLC
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3PRIVATE ADVISORS SECONDARY FUND V, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4PRIVATE ADVISORS SECONDARY FUND VI, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt094440
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2PRIVATE ADVISORS SECONDARY FUND V, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3PRIVATE ADVISORS SECONDARY FUND VI, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4PATHSTONE PMA INCOME SERIES LLC
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt04962
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0THE FOUNDATION
IRS990T/BooksInCareOfDetail/PhoneNum02126440322
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0420 LEXINGTON AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd010017
IRS990T/BookValueAssetsEOYAmt0137130810
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt04000
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IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
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IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/OverpaymentAmt04000
IRS990T/OverpaymentSection/RefundAmt04000
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt01146934
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0810000
IRS990TScheduleA/CapitalGainNetIncomeAmt0226426
IRS990TScheduleA/InterestDeductionAmt027505
IRS990TScheduleA/NetOperatingLossDeductionAmt02225
IRS990TScheduleA/OtherDeductionsAmt0372709
IRS990TScheduleA/OtherIncomeAmt0572
IRS990TScheduleA/PrincipalBusinessActivityCd0810000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt02541
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0402755
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0178538
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
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IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0556
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0556
IRS990T/TotalUBTIBeforeSection199AAmt0556
IRS990T/TotalUBTIComputedAmt0556
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HORACE I CRARY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126440322
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ACHELIS & BODMAN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO MANICE & BUDD LLP
ReturnHeader/Filer/BusinessNameControlTxt0ACHE
ReturnHeader/Filer/EIN0136022018
ReturnHeader/Filer/PhoneNum02126440322
ReturnHeader/Filer/USAddress/AddressLine1Txt0420 LEXINGTON AVENUE 2803
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BATTERY PARK PLAZA 7TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010004
ReturnHeader/PreparerPersonGrp/PhoneNum02126617777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDER LAZZARUOLO
ReturnHeader/ReturnTs02024-11-15T09:18:39-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$143$0.00$143$5.72$7.76$2.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$137$0.00$137$5.39$7.88$2.48
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$129$0.00$129$3.67$7.83$4.17
2021Detailed filing. Detailed filing data is available for this year.$157$0.00$157$14.3$7.45$6.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$136$0.00$136$5.05$6.76$1.71
2019Summary only. Only limited summary data is available for this year.$123$0.00$8.42$6.71$1.71
2015Summary only. Only limited summary data is available for this year.$38.9$0.00$2.86$3.03$0.17
2014Summary only. Only limited summary data is available for this year.$41.8$0.00$7.16$2.43$4.73
2013Summary only. Only limited summary data is available for this year.$41.5$0.00$5.32$1.72$3.59
2012Summary only. Only limited summary data is available for this year.$36.7$0.00$3.68$1.75$1.93
2011Summary only. Only limited summary data is available for this year.$35.0$0.00$1.35$1.74$0.40